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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,960 | $178,174-57.4% | $156,181-51.4% | $137,256-44.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.40% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,979 | $4,972-60.2% | $4,294-53.9% | $4,156-52.4% |
| Participant deferral / active EE | $4,222 | $6,888-38.7% | $6,132-31.1% | $6,407-34.1% |
| Admin fee / account holder | $1,448 | $17,404-91.7% | $14,586-90.1% | $12,270-88.2% |